WQ

Wealth Quarterback Portfolio holdings

AUM $278M
1-Year Est. Return 23.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$8.86M
3
+$8.16M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$7.95M
5
GLD icon
SPDR Gold Trust
GLD
+$5.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.11%
2 Healthcare 5.75%
3 Consumer Staples 4.58%
4 Consumer Discretionary 3.97%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
+60
777
$2K ﹤0.01%
+10
778
$2K ﹤0.01%
+796
779
$2K ﹤0.01%
+40
780
$2K ﹤0.01%
+54
781
$2K ﹤0.01%
+13
782
$2K ﹤0.01%
+64
783
$2K ﹤0.01%
+14
784
– –
0
785
$2K ﹤0.01%
+44
786
$1K ﹤0.01%
+1,076
787
$1K ﹤0.01%
+50
788
$1K ﹤0.01%
+5
789
$1K ﹤0.01%
+166
790
$1K ﹤0.01%
+9
791
$1K ﹤0.01%
+13
792
$1K ﹤0.01%
+150
793
$1K ﹤0.01%
+5
794
$1K ﹤0.01%
+3
795
$1K ﹤0.01%
+110
796
$1K ﹤0.01%
+4
797
$1K ﹤0.01%
+12
798
$1K ﹤0.01%
+2
799
$1K ﹤0.01%
+6
800
$1K ﹤0.01%
+2
30 31
32
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